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Alpha Vee’s Case for Direct Indexing Done Right: Research, Transparency, and Real Tax Alpha
Alpha Vee CEO Leigh Eichel on why owning indexes, rather than licensing, is the foundation of direct indexing that delivers for advisors and clients.
AI As An Investment Theme Operates Under A Unique Level of Scrutiny
Artificial intelligence as an investment theme continues to operate under a uniquely intense level of scrutiny.
Recent
Kestra Private Wealth Services Expands Geographic Footprint With $150 Million Addition
Kestra Private Wealth Services today announced the addition of Ridgway Private Wealth.
Wealth Managers: The 3 Keys To An Elevated Client Experience
What you’ve done in the past isn’t enough for the future.
Feds charge Worcester investor with defrauding investors of $2.8 million
A man who ran an investment firm defrauded clients of nearly $3 million by creating fake accounts and paying clients with funds from other clients.
Cold Calling Scripts and Tips for Financial Advisors
While financial advisor marketing is increasingly focused on digital channels, there’s still a case to be made for just picking up the phone.